WHO I HELP 

Entrepreneurs. Family Businesses. High Net Worth Individuals and Families.  

HOW I HELP 

Head of the Private Client team for AAB providing Holistic Tax Advice and Bespoke Tax Solutions. 

SECTORS/SUPPORT 

Across All Sectors. Private Client Team. Family Business Team.  

“EVERYTHING I DO IS RELATIONSHIP-DRIVEN.” 

Paula Fraser is a Tax Partner and our Head of Private Client for the group. With a background in entrepreneurial and private client tax, she deals with entrepreneurs, family businesses, high net worth individuals and families, providing them with holistic tax advice and bespoke solutions to their individual needs.

As well as heading up the Private client team, Paula also sits on the Family Business team. She believes clients enjoy working with her because she is honest, and stays calm and level-headed, even in the most difficult circumstances.

A TRUSTED ADVISER  

“Anyone can sell tax advice, but not everyone makes it relevant. To provide the very best service to my clients, I have to get to know them, get to know their families, and understand the dynamics at play. I need  them to open up and talk about what they actually want to achieve.  

My aim is to be a trusted adviser and to build relationships that can stand the test of time. They may span generations if I’m doing succession planning or inheritance tax planning. So yes, I give tax advice, but it’s always relationship-driven and relevant – because this is about real people and their family wealth.” 

HONEST APPROACH  

“Naturally, clients expect me to have a high level of knowledge and expertise in my field. But I think they’re looking for more than that. They want someone who is proactive – always thinking one step ahead. And they want someone who will be honest. I always tell clients how it is –  and perhaps I have my Yorkshire roots to thanks for that.” 

A SENSE OF ACHIEVEMENT 

“One thing I find incredibly rewarding is seeing a big project through to its conclusion. And knowing that I’ve helped that family or that person achieve their goals financially. There’s a real sense of achievement when a plan comes to fruition.  

When I’m working with an individual or a family, I feel a huge sense of responsibility to ensure that everyone gets what they desire. And that all parties are comfortable with what’s happening. That’s why I always try to work with as many stakeholders as possible – because it’s not just the people who hold the shares or the wealth that my advice will affect. It’s often the wider family too.” 

AGILE & REACTIVE 

“I’ve worked for other accountancy firms, including some of the biggest names out there. But I like the fact that AAB is a little bit smaller. There’s less hierarchy here, and that means it’s easier to make decisions and get things done faster. It’s that agility that really appealed to me.  

I also think it’s such an incredible time to work here. There’s so much going on and it really feels like we’re at the start of something interesting. Something different. And as we win more work, we have the opportunity to grow our teams. It’s about building on the reputation that’s already established. And the more the reputation builds, the more we’ll keep on winning work. I find that intriguing and very, very exciting.”  

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  1. Blog7th Mar 2024

    Paula Fraser, Head of Private Client Team shortlisted for prestigious Tolley's Taxation Awards

    Spring Budget Commentary From Paula Fraser

    In yesterday’s Spring Budget, Chancellor Jeremy Hunt unveiled a series of tax reforms which will significantly alter the UK’s fiscal landscape. One of the positive changes will see National Insurance contributions for employees decreasing from 10% to 8%, which will result…

    By Paula Fraser

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  2. Blog25th Jan 2023

    Four people sat around a board room table having a meeting

    The Importance Of Succession For Family Businesses

    Within the intricacy of family businesses, succession planning weaves the path for continuity and prosperity. This article delves into the significance of succession planning, highlighting its role in safeguarding the legacy of family enterprises. From nurturing talents within the family…

    By Paula Fraser

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  3. Blog5th Oct 2022

    Paula Fraser, Head of Private Client Team shortlisted for prestigious Tolley's Taxation Awards

    Succession in a Family Business

    The Chinese proverb that ‘wealth will not pass beyond three generations’ is likely to send a shiver down the spine of those who run a family business.   Whether your business has just started trading or you are thinking about retiring…

    By Paula Fraser

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